Solvay Förvaltning
Förvaltning kriterier kontrolleras 3/4
Solvay VD är Philippe Kehren, utsedd i Jan 2023, har en mandatperiod på 3.67 år. totala årliga ersättningen är € 2.57M, bestående av 33.3% lön 66.7% bonusar, inklusive företagsaktier och optioner. äger direkt 0.007% av företagets aktier, värda € 182.15K. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.7 år respektive 3.7 år.
Viktig information
Philippe Kehren
Verkställande direktör
€2.6m
Total ersättning
| VD-lön i procent | 33.25% |
| Anställning som VD | 3.7yrs |
| Ägande av VD | 0.007% |
| Ledningens genomsnittliga anställningstid | 3.7yrs |
| Styrelsens genomsnittliga mandatperiod | 3.7yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • Jul 10
SOLB: Rare Earth Capabilities And Rating Upgrade May Support Future Upside
Analysts have trimmed their fair value estimate for Solvay from €32 to €30, pointing to adjusted revenue growth and profit margin assumptions, while also reflecting recent changes in Street price targets that now cluster around €26 to €30. Analyst Commentary Recent research on Solvay shows a mix of caution and growing optimism, with some bullish analysts highlighting specific business capabilities and updated price targets as potential support for the current valuation debate.Uppdatering av berättelse • Jun 26
SOLB: Rare Earth Capabilities And Patent Ruling Will Support Upside Potential
Analysts now set Solvay’s fair value at €32, down from €37. This reflects a more cautious view on revenue growth and profit margins, even as some expect the company’s rare earth capabilities to support shareholder value over time.Analysartikel • Jun 17
Solvay (ENXTBR:SOLB) Stock Could Be 8.8% Overvalued After European Patent Win
The European Patent Office has upheld Solvay (ENXTBR:SOLB)’s key European patent covering its soda ash purge stream recycling process after a challenge from WE Soda Ltd, putting the company’s intellectual property position firmly in focus for investors. See our latest analysis for Solvay. Solvay’s recent patent win comes at a time when the stock’s 7-day share price return of 5.98% and 30-day share price return of 4.12% sit against a 1-year total shareholder return that is down 3.84%, while...
Uppdatering av berättelse • Jun 11
SOLB: Rare Earth Supply Plans And Mixed Ratings Will Shape Fair Value Outlook
Narrative Update The analyst price target for Solvay is now set at €25.10. This move is supported by recent Street research, where analysts highlight the company’s rare earth capabilities and adjust targets in a €26 to €30 range, while fine tuning assumptions around discount rates, modest revenue declines, profit margins and future P/E expectations.Uppdatering av berättelse • May 28
SOLB: Mixed Ratings And Higher P/E Assumptions Will Shape Fair Value Outlook
Solvay's analyst price target has been trimmed by about €0.40 to reflect slightly lower fair value and profit margin assumptions, even as analysts factor in a higher future P/E multiple based on recent research updates. Analyst Commentary The latest round of research on Solvay points to a mixed view, with some analysts trimming price targets while others see room for the stock to trade at higher levels relative to earnings.Uppdatering av berättelse • Apr 19
SOLB: Mixed Ratings And Slightly Lower Assumptions Will Shape Fair Value Outlook
Solvay's analyst price target has edged down by about €0.13 as analysts adjust their fair value and P/E assumptions, reflecting recent target moves and downgrades from several banks while still incorporating some upward revisions from others. Analyst Commentary Recent research updates show a split view on Solvay, with some analysts lifting price targets while several others cut targets or downgraded their stance.Uppdatering av berättelse • Apr 02
SOLB: Trimmed Expectations And Mixed Ratings Will Still Support Fair Value
Solvay's analyst price target has been trimmed by about €0.25, as analysts factor in softer revenue expectations, slightly higher margin assumptions and a lower future P/E multiple. Analyst Commentary Recent Street research on Solvay points to a cautious stance, with several firms trimming price targets or downgrading ratings while a few still see upside at specific levels.Uppdatering av berättelse • Mar 19
SOLB: Rare Earth Role Will Offset Execution Risks And Support Fair Value
Analysts have nudged Solvay's fair value estimate slightly lower to about €25.72 per share. This reflects a mix of reduced profit margin assumptions, a modestly lower discount rate, and updated external price targets that now cluster in the €22 to €28 range.Uppdatering av berättelse • Mar 04
SOLB: Rare Earth Supply Role Will Temper Softer Outlook And Downgrades
Narrative Update on Solvay Our updated analyst price target for Solvay edges down slightly to €25.78 from €25.88. This reflects a modest recalibration of expected growth and margins, even as recent Street research has shifted targets in a tight €22 to €28 range with several downgrades and cautious P/E assumptions from analysts.Uppdatering av berättelse • Feb 18
SOLB: Rare Earth Supply Role Will Offset Softer Outlook And Downgrades
Analysts have reduced their price target on Solvay to about €25.88 from roughly €26.44, reflecting a series of recent downgrades and slightly softer assumptions for revenue, margins and fair value multiples. Analyst Commentary Bullish Takeaways Bullish analysts still see upside to the current share price, with some targets such as €28 and €27 implying room for rerating if execution on cost discipline and portfolio focus holds up.Uppdatering av berättelse • Feb 03
SOLB: Rare Earth Partnerships Will Counter Softer Outlook And Cautious Ratings
Analysts have trimmed their price targets on Solvay, with our fair value estimate moving from €27.19 to €26.44 as they factor in slightly softer revenue expectations, a higher discount rate, and lower assumed future P/E multiples, partly offset by firmer profit margin assumptions. Analyst Commentary Recent Street research on Solvay has leaned more cautious, with several firms lowering price targets and moving to more neutral or negative ratings as they reassess the risk and reward profile.Uppdatering av berättelse • Jan 19
SOLB: Rare Earth Agreements Will Offset Softer Outlook At A Fair Price
Analysts have nudged their Solvay price target slightly lower to about €27.19 from about €27.27, reflecting updated views on slower revenue trends, a higher discount rate, better profit margins, and a lower future P/E assumption, alongside recent target cuts and rating changes from several research houses. Analyst Commentary Recent research opinions around Solvay cluster around cautious updates to price targets and ratings, with most commentary focusing on how current execution and growth expectations line up against existing valuations.Uppdatering av berättelse • Jan 05
SOLB: Rare Earth Agreements Will Steady Execution Risks At A Fair Price
Analysts have trimmed their price target on Solvay to about €23.50, a modest reset that reflects slightly lower profit margin expectations while keeping fair value and P/E assumptions broadly in line with prior views. Analyst Commentary Recent research points to a slightly lower fair value marker for Solvay at about €23.50, which still sits close to prior assumptions on P/E and overall valuation.Uppdatering av berättelse • Dec 14
SOLB: Rare Earth Agreements Will Offset Softer Outlook And Heightened Execution Risks
Analysts trimmed their fair value estimate for Solvay by about EUR 0.50 per share, reflecting slightly higher perceived risk and softer long term growth expectations, in line with a series of recent price target cuts across the Street. Analyst Commentary Recent Street updates reflect a cautious stance on Solvay, with a series of modest price target reductions signaling tempered expectations for both earnings growth and valuation upside.Uppdatering av berättelse • Nov 29
SOLB: Near-Term Outlook Will Hinge On Margin Resilience Amid Industry Pressures
Solvay’s analyst price target was modestly reduced from €27.80 to €27.73. Analysts cite ongoing cautiousness around revenue growth and margin pressures, which are reflected in several recent downward revisions.Uppdatering av berättelse • Nov 15
SOLB: Future Performance Will Depend On Profit Margin Recovery And Cost Discipline
Solvay's analyst price target was reduced from €28.70 to €27.80, as analysts cited a more cautious outlook on revenue growth and profit margins in recent research updates. Analyst Commentary Analyst sentiment toward Solvay has shifted in recent research updates, with several firms lowering their price targets and highlighting both positive and negative drivers that could influence the company’s near-term performance.Uppdatering av berättelse • Oct 31
SOLB: Recent Macroeconomic Pressures Will Shape Outlook Amid Stable Fundamentals
Narrative Update on Solvay Solvay’s analyst price target has been lowered slightly, from €28.97 to €28.70, as analysts cite modestly higher discount rates and slightly weaker revenue growth outlooks in their recent updates. Analyst Commentary Recent updates from analysts have provided a nuanced view of Solvay's outlook, highlighting both areas of potential and ongoing challenges that may affect its future performance.Uppdatering av berättelse • Oct 17
La Rochelle Expansion And Energy Transition Will Secure Future Success
Analysts have modestly reduced their price target for Solvay, lowering it by a small margin in response to recent Street research. The research cites softer profit margins and ongoing revenue pressures, resulting in updated targets between EUR 25.50 and EUR 27.Uppdatering av berättelse • Oct 03
La Rochelle Expansion And Energy Transition Will Secure Future Success
Solvay's analyst price target has been revised downward by approximately EUR 0.80 per share. Analysts cite ongoing revenue pressure and updated profit margin forecasts to support the adjustment.Uppdatering av berättelse • Sep 04
La Rochelle Expansion And Energy Transition Will Secure Future Success
Analysts have maintained a cautious outlook on Solvay due to persistent input cost inflation, margin pressure, and weak European demand, resulting in conservative earnings estimates and an unchanged consensus price target of €29.83. Analyst Commentary Cautious sentiment persists due to slower organic growth outlook in core businesses.Analysartikel • Jan 24
Risks To Shareholder Returns Are Elevated At These Prices For Solvay SA (EBR:SOLB)
It's not a stretch to say that Solvay SA's ( EBR:SOLB ) price-to-sales (or "P/S") ratio of 0.6x right now seems quite...Analysartikel • Jan 06
Solvay (EBR:SOLB) Will Pay A Dividend Of €0.679
The board of Solvay SA ( EBR:SOLB ) has announced that it will pay a dividend on the 22nd of January, with investors...
Ny berättelse • Dec 25
Green River Expansion And Hydrogen Peroxide Licensing Propel Earnings Growth
Expansion of Green River facility and sustainability efforts position Solvay to benefit from future revenue growth and attract environmentally conscious customers.Analysartikel • Dec 21
Solvay's (EBR:SOLB) Dividend Will Be €0.679
Solvay SA's ( EBR:SOLB ) investors are due to receive a payment of €0.679 per share on 22nd of January. The dividend...Analysartikel • Oct 17
Solvay SA (EBR:SOLB) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected
Solvay SA ( EBR:SOLB ) shareholders would be excited to see that the share price has had a great month, posting a 25...Analysartikel • Sep 18
Are Investors Undervaluing Solvay SA (EBR:SOLB) By 43%?
Key Insights Solvay's estimated fair value is €57.91 based on 2 Stage Free Cash Flow to Equity Solvay is estimated to...Analysartikel • Aug 28
Solvay SA's (EBR:SOLB) Share Price Could Signal Some Risk
It's not a stretch to say that Solvay SA's ( EBR:SOLB ) price-to-sales (or "P/S") ratio of 0.6x right now seems quite...Analysartikel • Aug 08
Solvay's (EBR:SOLB) Earnings May Just Be The Starting Point
Solvay SA's ( EBR:SOLB ) earnings announcement last week was disappointing for investors, despite the decent profit...Analysartikel • Jul 14
Solvay (EBR:SOLB) Has A Somewhat Strained Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analysartikel • Jun 14
Are Investors Undervaluing Solvay SA (EBR:SOLB) By 37%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Solvay fair value estimate is €50.62 Current share price of...Analysartikel • May 29
Is It Too Late To Consider Buying Solvay SA (EBR:SOLB)?
While Solvay SA ( EBR:SOLB ) might not have the largest market cap around , it led the ENXTBR gainers with a relatively...Analysartikel • Apr 24
Solvay SA (EBR:SOLB) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected
Solvay SA ( EBR:SOLB ) shareholders have had their patience rewarded with a 26% share price jump in the last month...Analysartikel • Mar 10
Solvay SA's (EBR:SOLB) Business And Shares Still Trailing The Market
Solvay SA's ( EBR:SOLB ) price-to-earnings (or "P/E") ratio of 2.3x might make it look like a strong buy right now...Analysartikel • Nov 20
Is Solvay SA (EBR:SOLB) Trading At A 28% Discount?
Key Insights Solvay's estimated fair value is €144 based on 2 Stage Free Cash Flow to Equity Current share price of...Analysartikel • Nov 06
Solvay (EBR:SOLB) Is Increasing Its Dividend To €1.13
Solvay SA ( EBR:SOLB ) will increase its dividend from last year's comparable payment on the 17th of January to €1.13...Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | €4m |
| Mar 31 2026 | n/a | n/a | -€25m |
| Dec 31 2025 | €3m | €853k | €30m |
| Sep 30 2025 | n/a | n/a | €154m |
| Jun 30 2025 | n/a | n/a | €139m |
| Mar 31 2025 | n/a | n/a | €197m |
| Dec 31 2024 | €2m | €810k | €223m |
| Sep 30 2024 | n/a | n/a | -€64m |
| Jun 30 2024 | n/a | n/a | €18m |
| Mar 31 2024 | n/a | n/a | €127m |
| Dec 31 2023 | €1m | n/a | -€37m |
Ersättning vs marknad: Philippe s total kompensation ($USD 2.95M ) är över genomsnittet för företag av liknande storlek på Belgian marknaden ($USD 1.44M ).
Ersättning vs inkomst: Ersättningen från Philippe har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Philippe Kehren (55 yo)
3.7yrs
Anställning
€2,566,097
Kompensation
Mr. Philippe Kehren has been Chief Executive Officer since 2023, Chairman of Executive Committee at Solvay SA and serves as its Director since 2023 and was its President of Soda Ash Derivatives - Global Bu...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, Chairman of Executive Committee & Director | 3.7yrs | €2.57m | 0.0066% € 182.2k | |
| Chief Financial & Strategy Officer and Member of Executive Committee | no data | €1.36m | 0.0031% € 85.6k | |
| COO & Member of Executive Committee | 3.7yrs | €1.12m | 0.0041% € 112.8k | |
| Chief People Officer & Member of Executive Committee | 2.8yrs | €1.09m | 0.0065% € 180.0k | |
| General Counsel | 2.8yrs | €968.28k | 0.0016% € 42.9k | |
| Head of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| President of Aroma Performance & Silica Businesses | 11.9yrs | inga uppgifter | inga uppgifter | |
| President of Peroxides GBU | no data | inga uppgifter | inga uppgifter | |
| President of GBU Soda Ash & Derivatives | no data | inga uppgifter | inga uppgifter | |
| Chief Sustainability Officer | no data | inga uppgifter | inga uppgifter | |
| President of Coatis Global Business Unit | 8.6yrs | inga uppgifter | inga uppgifter |
3.7yrs
Genomsnittlig anställningstid
55.5yo
Genomsnittlig ålder
Erfaren ledning: SOLB s ledningsgrupp anses vara erfaren ( 3.7 års genomsnittlig anställningstid).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO, Chairman of Executive Committee & Director | 3.7yrs | €2.57m | 0.0066% € 182.2k | |
| Independent Director | 3.7yrs | €122.00k | 0.0013% € 36.3k | |
| Independent Director | 5.3yrs | €137.00k | 0.0053% € 147.2k | |
| Independent Director | 11.3yrs | €133.00k | 0.0014% € 39.3k | |
| Independent Director | 3.7yrs | €98.00k | 0.00097% € 26.7k | |
| Non-Independent Director | 3.7yrs | €112.00k | 0.0048% € 132.9k | |
| Independent Chair of the Board | 4.3yrs | €291.00k | 0.012% € 320.0k | |
| Independent Director | 3.7yrs | €90.00k | 0.0035% € 96.0k | |
| Vice Chairman of the Board | 6.3yrs | €141.00k | 0.0025% € 68.2k | |
| Non-Independent Director | 3.7yrs | €92.00k | 0.0024% € 67.1k |
3.7yrs
Genomsnittlig anställningstid
64.5yo
Genomsnittlig ålder
Erfaren styrelse: SOLB s styrelse anses vara erfaren ( 3.7 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/17 12:59 |
| Aktiekurs vid dagens slut | 2026/09/17 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Solvay SA bevakas av 39 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Katie Richards | Barclays |
| James Stewart | Barclays |
| Andreas Heine | Barclays |